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Is a U.S. Recession Still in the Cards? Jared Dillian, author of The Daily Dirtnap newsletter, joined Ash Bennington to discuss why he’s long on gold and foreign equities, and shares some diversification strategies for investors to consider ahead of what he believes is an “inevitable U.S. recession.” All members can watch or get the full AI notes f... See more
Recession Risk, Trump Says “Buy,” and the Everything Code
Strong opinions, weakly held, are a cheap call option on information.
Byrne Hobart • The Startling Convexity of Expertise
Peter Lynch, one of the few fund managers who made above-market returns and then got out before the market leveled him, wrote in his book One Up on Wall Street that the amateur investor has “numerous built-in advantages, which, if exploited, should result in outperforming the market and the experts.” In other words, you should be doing this yoursel
... See morePhil Town • Rule #1: The Simple Strategy for Getting Rich--in Only 15 Minutes a Week!
The purpose of volatility is to make people make stupid decisions.